Catherine
Harstick
Compass Retirement Group LLC
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About this Advisor
Catherine Harstick is a financial advisor based in Saint Louis, Missouri, working with Compass Retirement Group LLC. Catherine has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Valic Financial Advisors, Inc, Missionsquare Investment Services, Missionsquare Retirement, Citigroup, and Compass Retirement Group LLC. Catherine has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Catherine is part of Compass Retirement Group LLC, which operates out of Saint Louis, Missouri. The firm has 1 office and 9 employees. The firm manages assets totaling $99.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Compass Retirement Group LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Retirement Group LLC Brokerage Details
$99,385,949
9
2,815
$35,306
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Catherine Harstick Work History
Compass Retirement Group LLC
Missionsquare Investment Services
Missionsquare Retirement
Citigroup
Valic Financial Advisors, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Catherine Harstick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Retirement Group LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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